Sunbelt Securities, Inc. Vanguard Wellington Fd U S Val Transaction History

Sunbelt Securities, Inc.

$1.28 Billion
Q3 2025

A detailed history of Sunbelt Securities, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 3,342 shares of VFVA stock, worth $422,963. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,342

Previous 3,042 9.86%

Holding current value

$422,963

Previous $359,000 18.66%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 19, 2025	BUY	$116.21 - $129.7 $34,863 - $38,910	300 Added 9.86%	3,342 $426,000
Q1 2024 Apr 15, 2024	SELL	$108.27 - $119.34 $7,578 - $8,353	-70 Reduced 2.25%	3,042 $363,000
Q1 2023 May 17, 2023	SELL	$92.21 - $110.28 $7,653 - $9,153	-83 Reduced 2.6%	3,112 $301,000
Q4 2021 Feb 14, 2022	BUY	$98.41 - $107.31 $6,888 - $7,511	70 Added 2.24%	3,195 $339,000
Q1 2021 May 27, 2021	BUY	$77.27 - $97.16 $241,468 - $303,625	3,125 New	3,125 $295,000

Others Institutions Holding VFVA

# of Institutions

105

Shares Held

3.12M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
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Sunbelt Securities, Inc. Vanguard Wellington Fd U S Val Transaction History